Clarity Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,191
| Closed | -$309K | – | 70 |
|
|
2022
Q4 | $309K | Sell |
3,191
-729
| -19% | -$70.7K | 0.18% | 49 |
|
|
2022
Q3 | $377K | Sell |
3,920
-2,100
| -35% | -$202K | 0.23% | 47 |
|
|
2022
Q2 | $612K | Buy |
6,020
+2,159
| +56% | +$219K | 0.35% | 38 |
|
|
2022
Q1 | $413K | Hold |
3,861
| – | – | 0.2% | 47 |
|
|
2021
Q4 | $440K | Sell |
3,861
-376
| -9% | -$42.8K | 0.2% | 48 |
|
|
2021
Q3 | $486K | Buy |
+4,237
| New | +$486K | 0.24% | 48 |
|